See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,328 | $138,065+23.4% | $123,544+37.9% | $135,375+25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.42% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $7,245 | $5,151+40.6% | $4,628+56.6% | $4,779+51.6% |
| Participant deferral / active EE | $2,005 | $6,799-70.5% | $6,426-68.8% | $5,609-64.2% |
| Admin fee / account holder | $234 | $10,916-97.9% | $9,284-97.5% | $10,827-97.8% |